Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 EDUT 6.34%
2 RISN 3.24%
3 BKWO 1.62%
4 SMAP 1.44%
5 PFUT 1.43%
6 MID 1.27%
7 NBSM 1.17%
8 PSL 1.05%
9 FSGS 1.00%
10 RNSC 0.97%
11 CGMM 0.90%
12 FFOX 0.88%
13 BAFE 0.68%
14 JHSC 0.59%
15 LSEQ 0.55%
16 TMSL 0.52%
17 FDWM 0.51%
18 FNY 0.50%
19 MMSC 0.45%
20 FXD 0.44%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard Group Inc 5.16M (9.45%) -55.19K
Decreased by -1.07%
Dec 31, 25
2 JPMorgan Chase & Co 5.04M (9.23%) 1.33M
Increased by +26.33%
Sep 30, 25
3 Fuller & Thaler Asset Management Inc 3.79M (6.93%) 3.79M
Increased by +100.00%
Dec 31, 25
4 BlackRock Inc 3.10M (5.67%) -243.51K
Decreased by -7.86%
Sep 30, 25
5 Kayne Anderson Rudnick Investment Management LLC 2.75M (5.03%) -338.53K
Decreased by -12.33%
Dec 31, 25
6 Massachusetts Financial Services Company 2.47M (4.52%) -122.88K
Decreased by -4.98%
Jun 30, 25
7 The Goldman Sachs Group Inc 2.44M (4.47%) 1.27M
Increased by +52.07%
Sep 30, 25
8 T. Rowe Price Investment Management,Inc. 2.21M (4.04%) -20.30K
Decreased by -0.92%
Sep 30, 25
9 T. Rowe Price Associates, Inc. 1.98M (3.63%) -832.85K
Decreased by -42.01%
Sep 30, 24
10 Point72 Asset Management, L.P. 1.82M (3.33%) 191.22K
Increased by +10.50%
Dec 31, 25
11 Artisan Partners Limited Partnership 1.80M (3.29%) 168.89K
Increased by +9.40%
Jun 30, 25
12 Capital World Investors 1.78M (3.26%) 257.81K
Increased by +14.49%
Dec 31, 25
13 AQR Capital Management LLC 1.58M (2.89%) 619.07K
Increased by +39.19%
Dec 31, 25
14 Neuberger Berman Group LLC 1.48M (2.71%) -95.36K
Decreased by -6.45%
Dec 31, 25
15 Millennium Management LLC 1.33M (2.43%) 165.96K
Increased by +12.49%
Dec 31, 25
16 Durable Capital Partners LP 1.31M (2.39%) -3.00M
Decreased by -229.32%
Dec 31, 24
17 Goldman Sachs Group Inc 1.17M (2.14%) 556.92K
Increased by +47.55%
Jun 30, 25
18 William Blair Investment Management, LLC 1.13M (2.07%) -136.08K
Decreased by -12.05%
Dec 31, 25
19 Conestoga Capital Advisors, LLC 1.10M (2.02%) 220.22K
Increased by +20.01%
Dec 31, 25
20 Dimensional Fund Advisors, Inc. 1.02M (1.86%) 30.18K
Increased by +2.97%
Dec 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 Vanguard US Total Market Shares ETF 1.84M (3.36%) 1.49K
Increased by +0.08%
Sep 30, 24
2 Vanguard Total Stock Mkt Idx Inv 1.81M (3.31%) 3.39K
Increased by +0.19%
Feb 28, 26
3 MFS Mid Cap Growth Equity 1.71M (3.12%) -125.07K
Decreased by -7.33%
Jun 30, 25
4 American Funds SMALLCAP World A 1.46M (2.68%) 215.23K
Increased by +14.72%
Dec 31, 25
5 Vanguard Small Cap Index 1.28M (2.35%) 3.88K
Increased by +0.30%
Feb 28, 26
6 FullerThaler Behavioral Sm-Cp Eq R6 1.03M (1.89%) 1.03M
Increased by +100.00%
Dec 31, 25
7 MFS Mid Cap Growth A 1.02M (1.86%) -688.96K
Decreased by -67.79%
Jul 31, 25
8 Neuberger Genesis Inv 866.12K (1.59%) -79.94K
Decreased by -9.23%
Dec 31, 25
9 T. Rowe Price US Mid-Cap Growth Equity 844.10K (1.55%) -628.44K
Decreased by -74.45%
Jun 30, 25
10 T. Rowe Price Mid-Cap Growth 842.60K (1.54%) -1.50K
Decreased by -0.18%
Jul 31, 25
11 JPM US Mid Cap Growth-MA 832.41K (1.52%) 514.31K
Increased by +61.79%
Sep 30, 23
12 T. Rowe Price US Mid-Cap Value Equity 811.32K (1.49%) -509.99K
Decreased by -62.86%
Sep 30, 24
13 Baron Small Cap Retail 775.00K (1.42%) 50.00K
Increased by +6.45%
Dec 31, 25
14 Baron Small Cap Strategy 775.00K (1.42%) 50.00K
Increased by +6.45%
Dec 31, 25
15 Baron Opp. Small Cap Growth Strategy 725.00K (1.33%) 0.00
Increased by 0.00%
Jun 30, 25
16 Vanguard Small Cap Growth Index Inv 713.38K (1.31%) 1.93K
Increased by +0.27%
Feb 28, 26
17 Neuberger Berman Genesis Inv 708.84K (1.30%) -27.14K
Decreased by -3.83%
Jun 30, 25
18 T. Rowe Price U.S. Mid-Cap Val Eq Tr-Z 694.97K (1.27%) -52.61K
Decreased by -7.57%
Jun 30, 24
19 T. Rowe Price Glb Focused Growth Equity 672.42K (1.23%) 117.30K
Increased by +17.44%
Dec 31, 23
20 T. Rowe Price Global Focused Gr Eq Pool 672.42K (1.23%) 117.30K
Increased by +17.44%
Dec 31, 23